At MissionBridge Wealth, our goal is to provide you the knowledge and tools you need to navigate your unique situation. Through guidance and education of our WISDOM-driven process, you'll gain confidence to make many financial decisions, and we'll be here to guide you every step of the way.
To make the most of our Welcome Meeting we'll need information; account statements, tax returns, estate planning documents. We may not need it all the first meeting, but in order to build a comprehensive plan, the more details the better!
We ask a lot of questions. While we will of course spend time on the financial planning foundations you'd expect; topics like time horizon and risk tolerance, our team wants to get to know you and your family.
What do you want out of life?
What do you want from your wealth?
What keeps you up at night...and what can we do to help you sleep?
What is the mission you want to accomplish with your wealth?
Together we will find out what's working in your current financial plan and what can be improved upon. Investment allocation, the tax status of the accounts you own, are you eligible to fund certain accounts, why or why not? What are the work arounds? What does your accountant have to say about all this? We're trained to find the risks hidden in your resources. Our team will develop recommendations and customize your financial plan using Raymond James proprietary software. From investment recommendations to insurance solutions, tax guidance (not tax advice, we are not CPAs) to estate planning ideas (not legal advice, we are not JDs) we can collaborate with your other trusted professionals to develop your financial plan.
"It's never been explained to us like that." This is common feedback at our Delivery Meeting.
Whether prospective clients choose to work with us or not, they leave this meeting with a better understanding of their situation, their current investments and allocation, the fees they are paying and the value they will get working with our team. The concepts we discuss are not simple, but they can be made easy.
Relax and allow our team to Operate the plan. Our staff is prepared to process the transfer of your accounts; after discussing all of your distribution options and determining the best solution for your situation, we host the rollover call of your former retirement plan; we make sure your account ownership and beneficiary changes are completed; we get you set up with your investment contribution or income distribution plan. Finally, we offer a recap of the improvements we've made so that we begin this journey on the same page and hiking in the same direction.
This step is a continued partnership. As advisors, it is our job to communicate changes to the markets, geopolitical changes, and necessary adjustments to your investments to make appropriate changes to your financial plan. We want you to feel comfortable communicating with us as well. Please inform us of job changes, new additions to the family, changes to your financial goals or to simply be a sounding board for your financial decisions.
Your relationship is important to us, and we believe good relationships thrive on communication.